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CoreCon - CPE Day

ID: 63607
Thursday August 7, 2025 8:30AM - 4:30PM
Topics: Tax Audit + Assurance Financial Accounting, Reporting + Analysis Business Management + Strategy Ethics + Professional Standards
NON-MEMBERS$361.30
MEMBERS$289.04
YOUR PRICE$361.30
Save 12% until 7/10/2025

Do more than check the compliance box! Strengthen core financial accounting, audit and assurance, tax, and ethics competencies at CORECon 2025, where you'll engage in next-level learning with national, state and local thought leaders.

Get the latest updates on:

- Financial reporting and auditing

- State and local tax developments including a legislative update

- Professional standards and responsibilities (ethics)

- The economy and what's ahead in 2025


Don't forget—the larger the group, the bigger the discount!

- 5-9 attendees = 10% off

- 10+ attendees = 20% off

Call Member Services at 614.764.2727 to register your group.

Agenda

07Aug
From Compliance to Impact: Reclaiming Control and Purpose in Public Accounting
CPE: 1 AC
Professional Standards and Responsibilities
CPE: 3 RE
IRS Audits and Hobby Losses
CPE: 1.5 TX
OSCPA Legislative Update
CPE: 1.5 TX
FASB and Other Accounting and Auditing Updates
CPE: 1 AU
Tax Update
CPE: 1 TX
FASB Update
CPE: 1 AU
Tax Efficient Investing
CPE: 1.5 TX
Economic Update
CPE: 1 EC

Agenda

07Aug

From Compliance to Impact: Reclaiming Control and Purpose in Public Accounting

CPE: 1 AC 8:30 AM - 9:20 AM
Speaker: Sam Mansour

- Recognize the hidden value in their accumulated client knowledge and how to use it beyond compliance work to drive financial performance for clients.

- Differentiate between compliance services and financial performance services and understand the strategic advantage of offering the latter.

- Understand the personal and professional benefits of aligning firm services with high-impact, advisory-driven work that leads to more meaningful client relationships.

- Identify the critical role of client acquisition in reshaping a CPA practice and learn how taking control of the client pipeline can unlock pricing power, freedom, and firm sustainability.

- Apply mindset shifts and practical strategies that allow CPAs to build healthier firms, reduce stress, and reclaim the career satisfaction that inspired them to enter the profession.

IRS Audits and Hobby Losses

CPE: 1.5 TX 9:30 AM - 10:45 AM
Speaker: Justin Yarnell
Speaker: Robert Webb

Professional Standards and Responsibilities

CPE: 3 RE 9:30 AM - 12:10 PM
Speaker: Justin Breidenbach

- Develop a clear understanding of professional standards and ethical responsibilities

- Identify common ethical dilemmas and challenges encountered in professional practice, and explore effective strategies for ethical decision-making and resolution.

- Enhance awareness of the broader implications of ethical behavior on organizational reputation, client trust, and long-term professional success.

OSCPA Legislative Update

CPE: 1.5 TX 10:55 AM - 12:10 PM
Speaker: Gregory Saul

- Gain insights into timely state and federal legislative issues.

- Unpack regulatory reforms at the Ohio Department of Taxation and Accountancy Board of Ohio.

- Review state and federal judicial decisions impacting tax developments.

FASB and Other Accounting and Auditing Updates

CPE: 1 AU 12:50 PM - 1:40 PM
Speaker: John Krizansky

-Understand recent and proposed guidance issued by the FASB

-Financial reporting updates, including impact of tariffs

-Technology updates in accounting and auditing

Tax Update

CPE: 1 TX 12:50 PM - 1:40 PM
Speaker: Logan Linkhart
Speaker: Christopher Smyke

- Obtain an understanding of State tax developments across the country

- Learn hot topics in State tax audits

- State tax litigation updates

FASB Update

CPE: 1 AU 1:50 PM - 3:05 PM
Speaker: Thomas Groskopf

- Stay current with the latest developments and initiatives undertaken by the FASB in standard-setting and regulatory updates.

- Gain insights into upcoming changes in accounting standards and their potential impacts on financial reporting practices.

- Understand key FASB projects, priorities, and their implications for stakeholders, enabling better-informed decision-making and compliance efforts.

Tax Efficient Investing

CPE: 1.5 TX 1:50 PM - 3:05 PM
Speaker: Tom Carline

- Understand how different investments are taxed when held in different accounts

- Learn to manage, defer and reduce tax exposure on investments

- Gain insights into creative tax savings strategies for individuals and business owners

Economic Update

CPE: 1 EC 3:15 PM - 4:30 PM

Agenda

07Aug

From Compliance to Impact: Reclaiming Control and Purpose in Public Accounting

CPE: 1 AC 8:30 AM - 9:20 AM
Speaker: Sam Mansour

- Recognize the hidden value in their accumulated client knowledge and how to use it beyond compliance work to drive financial performance for clients.

- Differentiate between compliance services and financial performance services and understand the strategic advantage of offering the latter.

- Understand the personal and professional benefits of aligning firm services with high-impact, advisory-driven work that leads to more meaningful client relationships.

- Identify the critical role of client acquisition in reshaping a CPA practice and learn how taking control of the client pipeline can unlock pricing power, freedom, and firm sustainability.

- Apply mindset shifts and practical strategies that allow CPAs to build healthier firms, reduce stress, and reclaim the career satisfaction that inspired them to enter the profession.

Economic Update

CPE: 1 EC 3:15 PM - 4:30 PM

Agenda

07Aug

Professional Standards and Responsibilities

CPE: 3 RE 9:30 AM - 12:10 PM
Speaker: Justin Breidenbach

- Develop a clear understanding of professional standards and ethical responsibilities

- Identify common ethical dilemmas and challenges encountered in professional practice, and explore effective strategies for ethical decision-making and resolution.

- Enhance awareness of the broader implications of ethical behavior on organizational reputation, client trust, and long-term professional success.

FASB and Other Accounting and Auditing Updates

CPE: 1 AU 12:50 PM - 1:40 PM
Speaker: John Krizansky

-Understand recent and proposed guidance issued by the FASB

-Financial reporting updates, including impact of tariffs

-Technology updates in accounting and auditing

FASB Update

CPE: 1 AU 1:50 PM - 3:05 PM
Speaker: Thomas Groskopf

- Stay current with the latest developments and initiatives undertaken by the FASB in standard-setting and regulatory updates.

- Gain insights into upcoming changes in accounting standards and their potential impacts on financial reporting practices.

- Understand key FASB projects, priorities, and their implications for stakeholders, enabling better-informed decision-making and compliance efforts.

Agenda

07Aug

IRS Audits and Hobby Losses

CPE: 1.5 TX 9:30 AM - 10:45 AM
Speaker: Justin Yarnell
Speaker: Robert Webb

OSCPA Legislative Update

CPE: 1.5 TX 10:55 AM - 12:10 PM
Speaker: Gregory Saul

- Gain insights into timely state and federal legislative issues.

- Unpack regulatory reforms at the Ohio Department of Taxation and Accountancy Board of Ohio.

- Review state and federal judicial decisions impacting tax developments.

Tax Update

CPE: 1 TX 12:50 PM - 1:40 PM
Speaker: Logan Linkhart
Speaker: Christopher Smyke

- Obtain an understanding of State tax developments across the country

- Learn hot topics in State tax audits

- State tax litigation updates

Tax Efficient Investing

CPE: 1.5 TX 1:50 PM - 3:05 PM
Speaker: Tom Carline

- Understand how different investments are taxed when held in different accounts

- Learn to manage, defer and reduce tax exposure on investments

- Gain insights into creative tax savings strategies for individuals and business owners

Speakers

Sam Mansour
From Compliance to Impact: Reclaiming Control and Purpose in Public Accounting Sam Mansour is a seasoned CPA with over a decade of experience in the accounting and advisory industry. He began his career performing high-level financial audits across the country, gaining extensive knowledge and insight into various business practices. Leveraging this experience, Sam transitioned into advisory work, providing strategic guidance to clients nationally and internationally. His expertise extends to working with some of the largest companies in the world, supporting innovative tech growth worldwide. In addition to his advisory role, Sam has achieved significant success in the public accounting sphere. He has led his own CPA firm, growing it from 12 to over 60 employees, and has been involved in two acquisitions. His practical, action-oriented approach focuses on implementing best practices from various industries into the CPA firm model, aiming to create efficient and profitable business operations. Sam is also an accomplished Ironman triathlete, TEDx speaker and coach, known for his dedication to achieving high levels of success both personally and professionally. His mission is to help CPA firm owners transform their businesses into well-run models that maximize profitability while minimizing stress and workload.
Justin Breidenbach
Professional Standards and Responsibilities Justin Breidenbach received his Masters of Accountancy from Bowling Green State University and is a licensed Certified Public Accountant and Certified Fraud Examiner. Justin operates an accounting practice that provides general accounting, financial reporting, tax, advisory, and CFO services. Justin provides services to individuals and businesses in the fields of manufacturing, distribution, service, not-for-profit, and medical & adult-use cannabis. Justin began research, and providing consulting services, in the medical and adult-use cannabis industry in 2013. He works with cultivators, processors, and dispensaries on accounting and regulatory issues throughout the United States and international markets. Services provided to the medical and adult-use cannabis industry include: tax compliance, 280e analysis and cost allocation, research and development (R&D) tax credits and incentives, entity structures and relationships, internal controls, banking and financial services, state licensing requirements, financial reporting and budgeting, assistance with capital raises, and more. Justin formerly served as an Associate Professor of Accounting at Ohio Wesleyan University. He instructed courses on financial accounting, taxation, and audit & assurance services. Prior to joining the faculty at OWU, Justin served as a faculty member at Lake Erie College where he instructed courses on financial accounting, taxation, audit & assurance services, and fraud & forensic accounting. Updated 2-10-2020 Justin Breidenbach received his Masters of Accountancy (MAcc) from Bowling Green State University (Bowling Green, Ohio) and is a licensed Certified Public Accountant (CPA) and Certified Fraud Examiner (CFE). Justin serves as an Associate Professor of Accounting at Ohio Wesleyan University (Delaware, Ohio). He instructs courses on financial accounting, taxation, and audit & assurance services. Justin also oversees the Accounting Fellows program at OWU in which students participate in travel-learning experiences to meet with business leaders, accounting professionals, and politicians domestically and abroad. Prior to joining the faculty at OWU, Justin served as a faculty member at Lake Erie College (Painesville, Ohio) where he instructed courses on financial accounting, taxation, auditing, and fraud & forensic accounting. Before joining the world of academia, Justin worked in public accounting proving audit, tax, and consulting services. He still enjoys consulting on accounting-related topics through his business Breidenbach Consulting Services LLC. Justin provides services to individuals and businesses in the fields of manufacturing, distribution, service, not-for-profit, and medical & adult-use cannabis. Updated 2-10-2020 By Brandy Chapman Added 11.26.19 - MW "Justin Breidenbach serves as an Associate Professor of Accounting at Ohio Wesleyan University (Delaware, OH) and instruct courses relating to principles of financial accounting, intermediate accounting, federal tax accounting, and auditing & assurance services. Justin also operate a consulting business that services individuals and companies on various accounting, tax, and business needs. Justin's primary consulting and research interests are financial reporting, auditing & assurance services, internal controls, tax accounting & regulation, and financial fraud detection & deterrence. His current consulting and research also includes work in the state legalized marijuana industry. Justin's work has been specialized in the areas of operations, internal controls, taxation, regulation, employment, banking, insurance, financial sustainability, and pricing. He has toured - and continues to tour - production (cultivator), processing, and retail/dispensary operations in various states and internationally that have legalized marijuana for medical and/or adult recreational use. Prior to joining the faculty at OWU, Justin served as a full-time faculty member at Lake Erie College where he instructed courses relating to financial accounting, fraud & forensic accounting, auditing, and tax. Additionally, Justin assisted in the creation of a fraud and forensic accounting concentration at Lake Erie College and served as a faculty advisor to the student run Accounting Club and student accounting competition teams. Prior to joining the world of academia, Justin had extensive professional work experience in public accounting, and he still enjoys consulting individuals and businesses on accounting related topics."
Justin Yarnell
IRS Audits and Hobby Losses
Robert Webb
IRS Audits and Hobby Losses Robert C. Webb Member [email protected] 400 West Market Street Suite 3200 Louisville, Kentucky 40202-3363 T: 502.568.0313 | F: 502.581.1087 . Assistant Tina Larimore [email protected] T 502.779.8476 PRACTICE AREAS Business Litigation Equine Law Franchise and Distribution Information Management and Electronic Discovery State and Local Taxation Tax Audit, Controversy and Litigation Tax Law White Collar Crime CONCENTRATIONS Civil and Criminal Federal and State Tax Controversy Matters BAR MEMBERSHIPS Kentucky, 1988 District of Columbia, 1989 EDUCATION Georgetown University Law Center, LL.M., 1990, Taxation University of Louisville, Louis D. Brandeis School of Law, J.D., 1988 University of Kentucky, B.S., 1985, with honors • Outstanding Male Student Award Robert has established a reputation as a litigator in civil and criminal tax litigation matters, white-collar criminal defense, and business litigation. Over the past twenty years, he has resolved thousands of civil and criminal tax matters at the federal, state and local level. Robert has worked at the Department of Justice Tax Division in Washington, D.C. while pursuing his Masters of Law (LL.M.) in Taxation from Georgetown University Law Center in Washington, D.C. Robert has taught federal taxation of entities at Bellarmine College, authored the Criminal Tax Practice Monograph for the University of Kentucky College of Law and speaks annually at the American Bar Association Criminal Tax Institute. Robert is a member of the firm's white collar group and tax controversy and litigation practice group. He has represented taxpayers in tax controversy matters from Connecticut to California. Robert has handled civil and criminal tax cases throughout the United States. He regularly represents clients in civil and criminal tax controversies before the IRS and in the United States Tax Court, United States District Court and the Kentucky Board of Tax Appeals. He has led the defense of federal and state criminal offenses at the investigatory, grand jury, and trial levels in such areas as criminal tax fraud, mail and wire fraud, interstate transportation of stolen goods, criminal and civil RICO, healthcare fraud, criminal antitrust, money laundering, gambling, and environmental matters. Robert regularly conducts internal investigations for public companies involving computer fraud and document destruction issues, and designs and implements records management systems.. Representative Matters SIGNIFICANT CASES & CONTROVERSIES • Was part of a trial team defending a former Commonwealth of Kentucky public official that obtained a Judgment of Acquittal in a highly publicized political corruption and tax fraud case. • Represented the owner of a construction company in a federal criminal tax trial. This involved delinquent employment taxes for a construction company. • Defended a CPA who was accused of conspiring with his client to commit money laundering. • Represented a bank president who had allegedly violated federal bank fraud statutes. This involved a bank president who was duped into loaning millions of dollars to an unscrupulous family. • Worked closely with Alan M. Dershowitz and John Cline in multiple federal tax fraud and money laundering trials involving a successful business man. Convinced the United States Sixth Circuit Court of Appeals to reverse a tax fraud conviction. • Led the pre-trial defense of the largest search warrant case in the history of Kentucky. The case involved two hundred agents who executed a federal search warrant on a ten-story office building. The Government seized all computer and electronic data. The United States District Court issued an order requiring the government to copy the documents and return them to our client. The federal agents worked twenty-four hour shifts copying and returning the business records. • Negotiated successful plea agreements involving mortgage fraud in which the defendants were accused of brokering millions of dollars in fraudulent residential and commercial mortgage loans throughout the United States. • Served as lead trial counsel in a three-day United States Tax Court trial. The case involved the ability of S-corporation shareholders to deduct losses to the extent of their stock basis. Back to back loans, economic substance and business purpose was at issue in the case. The taxpayer is a large multi-unit franchisee owner. • Represented a franchisee convenient store owner in a two-day hearing that required the defendants to remove Uniform Commercial Code liens that had been wrongfully filed against the store. The liens prohibited the owner from selling his million dollar convenient store. • Negotiated a plea agreement for the owner of a jet aircraft transportation company who had allegedly placed millions of dollars in offshore Cayman Islands bank accounts. This involved the validity of offshore entities and the implications of offshore bank accounts. • Served as second chair trial counsel to a closely held company that manufactures paint and related products in a very complicated environmental crimes case. • Defended a multi-million dollar wholesale company in United States District Court that had been charged with diverting baby formula between California and New York. • Argued in the Sixth Circuit Court of Appeals for the reversal of a United States Tax Court decision, in which the Tax Court had ruled that the client had waived the affirmative defense of the statute of limitations by failing to specifically assert the affirmative defense in his United States Tax Court petition. The client had raised the defense in attachments to his petition. • Defended a major hospital and health care organization in an investigation involving alleged health care fraud and over billing. • Performed an extensive internal investigation for a public company involving potential violations of the Foreign Corrupt Practices Act and issued a full report to its chief executives. • Conducted an extensive internal investigation involving an alleged kickback scheme involving a public company and its subsidiaries. • Defended a doctor in a Medicare and Medicaid fraud trial. The government alleged that the doctor had intentionally up-coded his Medicare and Medicaid billings in order to receive more money from the government. • Represented a distinguished tax lawyer who was under criminal investigation by the Department of Justice Tax Division involving an alleged "Klein" conspiracy. • Assisted in obtaining an order, forcing tax shelter promoters to repatriate money from a Canadian bank account. STATE AND LOCAL TAX EXPERIENCE • Represented multiple individual and corporate taxpayers through the state audit and appeals function, before the Kentucky Board of Tax Appeals and in state court. • Negotiated the complete abatement of a multi-million dollar intangible property tax assessment against a publicly traded company. • Resolved a motor fuels excise tax assessment against a fuel distributor in excess of $1,000,000 for $5,000. • Resolved a multi-million dollar tangible property tax assessment against a publicly traded biotech company and worked to enact a legislative exemption for certain biotech property. • Resolved a multi-million dollar tangible property tax assessment against a publicly traded metals producer. • Resolved a significant sales and use tax assessment against a manufacturer of environmental equipment. • Resolved a significant Louisville Metro Occupational License Tax assessment against an out of state investment partnership. • Resolved a substantial local insurance premium tax assessment against a national insurance company. • Resolved a substantial utility gross receipts license tax assessment against a publicly traded manufacturing company. SIGNIFICANT EQUINE CASES AND CONTROVERSIES • I have structured a cutting edge equine syndication related to breeding and racing activities. • Defended a horse breeder in an Internal Revenue Service audit. • Defended an equine breeder in a hobby loss case relating to his farming activities. • Currently in the process of pursuing a civil RICO claim against ClassicStar and its principals relating to a thoroughbred mare lease arrangement. • Currently defending taxpayers from around the country in equine-related Internal Revenue Service audits relating to passive activity losses, at risk limitations, and Internal Revenue Code Section 162 deductions. Highlights & Recognitions Selected for inclusion in Kentucky Super Lawyers® 2008-2011 The Best Lawyers in America®, Tax Law, 2007-2011, Litigation & Controversy - Tax 2012 AV® Rated, Martindale-Hubbell® Business First's Forty Under 40 recipient Louisville Bar Association 1991 Pro Bono Award Memberships & Affiliations Legal Aid Society Campaign, Past Steering Committee, Member Association of Trial Lawyers of America National Association of Criminal Defense Lawyers Kentucky Bar Association, Member; Tax Section, Past Chairman Louisville Bar Association, Member, Taxation Section, Past Co-Chairman; Pro Bono Steering Committee Kentucky Council on Economic Education, Board Member National Institute for Trial Advocacy (NITA) American Bar Association District of Columbia Bar Association Publications April 7, 2009 IRS Lures Tax Evaders to Report Offshore Income September 13, 2007 Frost Brown Todd iMeD Seminar September 13, 2007 Great Lakes Tax Seminar: Record Retention and Destruction April 2006 Managing Your Record Retention Policy Safely October 7, 2005 Records Retention: Defining an Effective Records Retention Program May 1, 2005 Great Lakes Federal Tax Institute June 2004 Service Increases Use of Impeding IRS Provision To Prosecute Tax Professionals March 2, 2004 An Overview Of Traditional Obstruction Of Justice Statutes March 1, 2003 The IRS Is Targeting Individuals Who Use Credit Cards And Offshore Banks January 31, 2003 Executive Summary Of The USA VS. Arthur Andersen LLP Case December 31, 2001 Field Guidance on New Authorities (Redacted) December 31, 2001 The "Uniting and Strengthening America by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA Patriot)" Act of 2001 Seminars & Speaking Engagements January 27-28, 2011 20th Annual Ohio Tax Conference April 28-29, 2010 25th Annual National Conference on Equine Law November 3-5 and December 1-3, 2004 21st Annual National Institute on Criminal Tax Fraud 2004 Press Releases July 25, 2011 31 Frost Brown Todd Attorneys Recognized by Kentucky Super Lawyers® for 2011 August 20, 2010 145 Frost Brown Todd Attorneys Recognized in Best Lawyers® 2011 Edition July 26, 2010 32 Frost Brown Todd Attorneys Recognized by Kentucky Super Lawyers® for 2010 February 19, 2010 Tax Law Specialists to Present Free Seminar on New IRS Employment Audits July 27, 2009 30 Frost Brown Todd Attorneys Recognized by Kentucky Super Lawyers® for 2009 June 15, 2006 Robert C. Webb Elected Chairman of the Kentucky Bar Association Taxation Section Civic & Charitable Organizations Western District of Kentucky Federal Community Defender Board of Directors, Member Greater Louisville Sports Commission Board of Directors, Member St. Matthews Little League Baseball Board of Directors, Member LBA Santa's Court Toy Drive for the Salvation Army, Founder U.S. Law Firm Group's Tax Section, Member and Representative Junior Achievement Board of Directors and Leader of the Junior Achievement Free Enterprise Center Capital Campaign, Past Member City of Rolling Fields, Past Treasurer Published Articles & Seminars Practical Ethics for Tax Executives Louisville, Kentucky, October 20, 2011 Circular 230 and Due Diligence The Kentucky CPA Journal, Issue 6 2010 20th Annual Ohio Tax Conference Does the Economic Substance Doctrine Create New Civil and Criminal Risks for Tax Practitioner? Columbus, Ohio, January 28, 2011 University of Kentucky College of Law 11th Biennial Real Estate Law & Practice Institute Tax Traps for Real Estate Professionals November 11, 2010 Lexington, Kentucky Healthcare Financial Management Association Practical Ethics for Healthcare CPAs October 15, 2010 Lexington, Kentucky Kentucky Society of CPAs How to Handle Employment Tax Audits Summer, 2010 Louisville, Kentucky Kentucky Society of CPAs Practical Ethics for CPAs Summer, 2010 Louisville, Kentucky What You Need to Know about Current IRS Attacks on Equine Activities Robert C. Webb, Frost Brown Todd J. Christopher Coffman, Frost Brown Todd Lexington, Kentucky , April 28-29, 2010 6,000 Employment Tax Audits: will it be you? Robert C. Webb, Frost Brown Todd Anthony Arcidiacono, Ernst & Young Cincinnati, Ohio, March 9, 2010 Louisville, Kentucky, March 10, 2010 Implementing a Records Retention Program Lorman Education Services, March 10, 2010 Kentucky Society of CPA's Professional Issues Update August, 2009, Prestonsburg August, 2009, Ashland, Kentucky September, 2009, Corbin, Kentucky October, 2009, Owensboro October, 2009, Bowling Green, Kentucky November, 2009, Louisville, Kentucky November, 2009, Paducah, Kentucky November, 2009, Madisonville, Kentucky November, 2009, Lexington, Kentucky Updated Best Practices for Legal Holds in Civil, Criminal, and Business Contexts Lorman Education Services, November, 2009 ABA National Institute on Criminal Tax Fraud Panel 2009 Fall of 2009, San Francisco, California Implementing a Records Retention Program Lorman Education Services, October 29, 2008 ABA National Institute on Criminal Tax Fraud Panel 2008 Fall of 2008, Washington, D.C. Implementing A Records Retention Program CPA Associates International, Information Technology Seminar, Chicago, Illinois, July 21, 2008 Electronic Document Discovery: The Rules Have Changed Midwest Archives Conference, Annual Meeting, Louisville, Kentucky, April 17, 2008 ABA National Institute on Criminal Tax Fraud Panel 2007 Fall of 2007, Washington, D.C. How Companies Can Avoid Disaster by Implementing a Records Retention and Data Management Program Lorman Education Services, Louisville, Kentucky, April 200 ARMA Presentation on E-Discovery Lexington, Kentucky, February 2007 Avoiding Traditional Obstruction of Justice Statutes While Conducting Corporate Internal Investigations Ohio Tax Institute, December 2006 ABA National Institute on Criminal Tax Fraud 2006 October 2006, Washington, D.C The Internal Revenue Service: Everything You Always Wanted to Know But Were Afraid to Ask Lorman Education Services, Louisville, Kentucky, September 2006 Records Management and the Law The Frankfort-Bluegrass ARMA Chapter, Lexington, Kentucky, May 25, 2006 Frost Brown Todd IMeD Seminar Frost Brown Todd LLC, Louisville, Kentucky, April 2006 ABA National Institute on Criminal Tax Fraud Panel 2005 October 2005, Washington, D.C. Records Retention: Designing an Effective Records Retention Program October 2005 Great Lakes Federal Tax Institute, Lorman Education Services Seminar Cleveland, Ohio, May 2005 Responding to Information Requests from the Government UK/CLE Business Associations Law Institute-Program Faculty, February 2005 Handling Investigations by Government Authorities Business Associations Law Institute, Louisville, Kentucky, February 18, 2005 ABA National Institute on Criminal Tax Fraud Panel 2004 October 2004, Washington, D.C. Designing an Effective Records Retention Program Kentucky Society of CPAs, September 2004 ABA National Institute on Criminal Tax Fraud Panel 2003 Fall of 2003, Washington, D.C. Moderator: ‘‘Current Trends in D&O Insurance," Executive Summary of the U.S.A. vs. Arthur Anderson LLP case Corporate Responsibility Institute Harvey Pitt Presentation, July 2003 The New "Patriot Act" Provides the Internal Revenue Service with More Financial Information Regarding Your Business and Personal Life Louisville Bar Association CLE, March 2002 Corporate Records: Your Biggest Asset or Trap for the Unwary? Corporate Counsel’s Records Retention Report, January 2008 Taxing Returns Business First of Louisville, January 25, 2008 Corporate Records Your Biggest Asset or Trap for the Unwary Business First, March 2006 Sports Suites Can Foster Team Spirit for Local Businesses Business First, February 2006
Gregory Saul
OSCPA Legislative Update Greg is a graduate of Capital University Law School (cum laude, 2009) and Knox College (magna cum laude, 2003) with experience in the legal division of the Ohio Auditor of State’s office and at the Ohio Supreme Court. He previously served as Legislative Aide to former state Senate President Pro Tempore Jeff Jacobson from 2003 through 2008. In addition, he holds an Ohio agent’s license for property and casualty insurance, plus life & health insurance, and variable annuities. Prior to joining the Society in 2013, Greg worked at the National Federation of Independent Business (NFIB) as its Member Benefits Program Manager. As OSCPA’s Director of Tax Policy, he is responsible for lobbying state legislators and regulatory officials in the executive branch on tax and general business issues. He is a native of Napoleon who currently resides in Columbus’ German Village.
John Krizansky
FASB and Other Accounting and Auditing Updates John is a Principal in the Accounting & Assurance Group and a member of the Health Care, Nonprofit Industry, Manufacturing and Distribution, and Mergers and Aquisitions Groups at HW&Co. My specialties include Health Care and For Profit and Nonprofit accounting and assurance issues as well as performing due diligence in mergers and aquisitions. My experience includes managing audits of organizations, including hospitals, long-term care facilities, CCRCs, retail and manufacturing and distribution. I also manage a significant number of HCAP data verification engagements for hospitals.
Logan Linkhart
Tax Update Logan, a Tax Senior at Plante Moran, specializes in multi-state taxation, offering comprehensive guidance to clients on diverse tax matters such as income and franchise, sales and use, property, and municipal income tax. As a first-generation college graduate, Logan achieved Magna Cum Laude honors at Ohio University, earning a Bachelor of Business Administration in Accounting, Business Analytics, and Business Pre-Law. Her involvement in the Ohio University Marching 110 and leadership role as Vice President of Philanthropy for OHIO Women in Business reflect her diverse interests and dedication beyond academics. Logan's professional journey is marked by a passion for delivering impactful solutions. At Plante Moran, she has consistently demonstrated her expertise in navigating complex tax landscapes, earning recognition for her adeptness in devising strategies that optimize clients' tax positions while ensuring compliance with evolving regulations. Beyond her professional pursuits, Logan is an advocate for educational access and empowerment. As a mentor, she actively supports first-generation college students, drawing from her own experiences to inspire and guide them toward achieving their academic and career aspirations. With a dedication to continuous learning, Logan exemplifies a holistic approach to success, blending her expertise, leadership, and altruistic endeavors to make a positive impact both professionally and personally.
Christopher Smyke
Tax Update Chris is a senior tax staff in Plante Moran’s state and local tax group. His focus includes federal and multi-state taxation and he advises clients on a variety of state tax issues including income and franchise, sales and use, and municipal income tax. Smyke received his Masters of Science in Accountancy from the University of Illinois at Urbana-Champaign. He completed his undergraduate education in Economics and History at The Ohio State University. Prior to joining the accounting field he worked in state politics in the office of Lt. Governor Mary Taylor and later as the Director of Regulatory Affairs for the Ohio Petroleum Marketers and Convenience Store Association. Chris resides in Powell, Ohio with his wife and two children.
Thomas Groskopf
FASB Update Tom is a nationally recognized authority on accounting and auditing topics. He has been selected by his peers to serve on numerous national and international standard-setting committees, and is service line leader for Barnes Dennig’s accounting and audit practice. Accounting Today named Tom to the list of the Top 100 Most Influential People in Accounting. This honor recognizes Tom’s leadership of the Center for Plain English Accounting, a key program of the American Institute of Certified Public Accountants. Tom is a member of the inaugural Private Company Council, which will work with the Financial Accounting Standards Board to determine if and how U.S. GAAP should be adapted for private companies. He also serves as the representative of the United States on the International Financial Reporting Standards’ Small- and Medium-sized Entity Implementation Group, which gives him a front-row seat to the ongoing efforts to merge national and international accounting standards. The American Institute of Certified Public Accountants (AICPA) has selected Tom to serve as the Technical Director of the AICPA’s Center for Plain English Accounting (a national accounting and auditing resource center for CPA firms). Tom previously served on the advisory-only FASB Private Company Financial Reporting Committee, and he served a three-year term on the AICPA’s Technical Issues Committee. He speaks annually at numerous national and regional events. In addition, he has been quoted in numerous local and national publications, and he has been asked by numerous attorneys to testify as an expert witness in accounting-related cases. Tom is a summa cum laude graduate of Xavier University with a Bachelor of Science in Accounting. He also holds a Master of Business Administration degree with a concentration in Finance with High Honor from Xavier University. Xavier University has appointed him a member of its Accounting Department’s Board of Executive Advisors. In addition to being a CPA, he holds the designation of Certified Valuation Analyst (CVA).
Tom Carline
Tax Efficient Investing Tom Carline, CPFA™️, CPC, QPA, QKC, QKA®️ Retirement Plan Consultant – Wealth Manager Everhart Advisors Phone: 614-717-9705    Direct: 614-763-0646 Email:  [email protected] Web: everhartadvisors.com 535 Metro Place South | Dublin, OH 43017 Bio: Tom Carline is a Retirement Plan Consultant & Wealth Manager at Everhart Advisors. Tom has over 13 years of experience in retirement plan design, compliance, and administration. Before joining Everhart Advisors, Tom lead the region’s largest independent third-party administration firm in Ohio, Kentucky, and Indiana. He has helped hundreds of companies nationwide optimize their retirement plan strategy. Tom concentrates on advising cash balance plans, providing tax planning strategies for business owners and enhanced retirement benefits for senior executives. Overall, Tom works with small-to-medium-sized businesses to maximize the utility of their corporate retirement plan and with individuals on creating financial independence. Tom believes every business deserves a world-class retirement plan and every person a secure retirement. Tom has earned numerous professional designations from the American Society of Pension Professionals and Actuaries such as: Certified Plan Fiduciary Advisor™️ (CPFA), Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), Qualified 401(k) Consultant (QKC), and Qualified 401(k) Administrator®️ (QKA). Tom has a Bachelor of Science in Business Administration from The Ohio State University with a major in finance https://everhartadvisors.com/speaker-bios/